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BDVGBDVG
13 quarters

Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in LITMAN GREGORY FDS TR

OSAIC HOLDINGS, INC. holds 11,873 shares of BDVG (LITMAN GREGORY FDS TR), worth $169,424 as of 2026-Q2. The position was decreased (-18.1% shares). BDVG represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$169,424

Current Shares

11,873

Total Value Change

+$162,269

Total Shares Change

+11,172

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
11,873
-18.1%
$169,4240.0%$14.27
0
2026-Q1
Unchanged
14,488
0.0%
$189,2110.0%$13.66
0
2025-Q4
Increased
14,488
+7.2%
$185,6010.0%$12.89
24
2025-Q3
Increased
13,521
+0.8%
$170,5640.0%$12.62
23
2025-Q2
Increased
13,418
+2490.3%
$161,5510.0%$11.87
36
2025-Q1
Decreased
518
-84.4%
$6,0760.0%$11.44
0
2024-Q4
Unchanged
3,312
0.0%
$37,9740.0%$11.21
0
2024-Q3
Decreased
3,312
-5.5%
$38,6600.0%$11.33
0
2024-Q2
Increased
3,504
+72.5%
$38,6240.0%$10.71
30
2024-Q1
New
2,031
-
$22,9870.0%$10.96
26
2023-Q4
Exited
0
-100.0%
$00.0%$10.08
0
2023-Q3
Unchanged
701
0.0%
$6,7810.0%$9.29
0
2023-Q2
New
701
-
$7,1550.0%$9.69
25

Other major holders of BDVG: TRUIST FINANCIAL CORP, Waverly Advisors, LLC

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